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IRA Essentials Workshop

IRA Essentials Workshop

IRA Essentials gives attendees a solid foundation of IRA knowledge.

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PEOPLE MATTER. QUALITY FIRST. INTEGRITY ALWAYS.®

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Ascensus, LLC provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus® and the Ascensus logo are trademarks of Ascensus, LLC. "People Matter. Quality First. Integrity Always.®" is a registered trademark used under license by Ascensus, LLC.

Securities are offered through Ascensus Broker Dealer Services, LLC (“ABDS”), member FINRA /SIPC. ABDS is located at 95 Wells Avenue, Suite 160, Newton, MA 02459, phone 215-648-1272. ABDS is a wholly owned subsidiary of Ascensus, LLC. Investment Advisory Services are offered through Newport Group Consulting, LLC., an SEC registered RIA. Securities in California are offered under the DBA Ascensus Corporate Insurance Solutions. Other insurance products may be offered by Newport Group, Inc., an Ascensus company. Newport Group, Inc. California Insurance License # OL54989; (ABDS) California Insurance License # 6010846. Check the background of this firm on FINRA’s Broker Check.

By using our website, interacting with us on social media, or communicating with us via email or other electronic messages (“Digital Presence”), you consent to the collection, use, and storage of your personal and non-personal information as described by our Terms & Conditions of Use, which includes our Privacy & Security Statement. We may amend this policy from time to time; if we do, we will post those changes on this page within a reasonable time after the change so that you are aware of what information we collect and how we intend to use it.

Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. The information contained herein is general in nature and is not intended to address the circumstances of any particular individual or entity. Please consult with your tax, accounting, or legal advisors before making decisions.

Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

The availability of tax advantages or other benefits may be contingent on meeting other requirements. Please consult your financial, tax, or other advisors to learn more about how state-based benefits and limitations would apply to your specific circumstance. You may also contact your home state’s 529 plan(s), or any other 529 plan, to learn more about those plans’ features, benefits and limitations.

Ugift® is a registered service mark. Upromise® is a registered service mark.

Newport Trust Company is a New Hampshire state-chartered trust company and wholly owned subsidiary of Newport Group, Inc., an Ascensus Company. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

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